Shield Therapeutics Share Discussion Threads

[ny boy] 24/10/2019 14:40

Not long before the next presentation

Shield Therapeutics plc (LSE: STX), a commercial stage, pharmaceutical company with a focus on addressing iron deficiency with its lead product Feraccru(R)/Accrufer(TM) (ferric maltol), announces that the Company will be hosting an investor presentation on Tuesday 12 November 2019.

The presentation will take place at The Copper Bar, 6 Adam's Court, Old Broad Street, London EC2N 1DX from 4.30pm for a 4.45pm start and will provide an opportunity for investors to hear about the progress being made by the Company.

[ny boy] 24/10/2019 10:22

Yes the buying price is 184, plenty of buying lately, no one is really selling, just buying and accumulating

[firedriver] 24/10/2019 09:24

My buy showing as a sell ?????

[montyhedge] 23/10/2019 13:34

It won't be when a deal signed, broker valuation 350p, be patient.

[luisfrg] 23/10/2019 13:11

crazy that its still under 200p....shouldnt be long now...GLA

[crankyman] 23/10/2019 11:05

It’s the fear of missing out isn’t it. And hype. As well, STX management have been very conservative in their statements to the market. Arguably too conservative. Look at the effect of the CKD study decision. It crashed the share price but it was based on something that wasn’t actually in the end proven to be the case. I know they took advice on that and had to do it. However there’s a case that a company like this needs to pump out a more optimistic message

[ny boy] 23/10/2019 09:09

What beats me is a decent Company, like STX, with no debt, making money, is badly valued, when in the US, you have nonsense Companies like We Works, have bonkers valuations and never make any money but are being bailed out by Soft Bank, who also doesn’t make any money 🤣

[nobbygnome] 23/10/2019 09:02

It is an interesting situation here now which is different from before the approval. There was always a chance that the drug wouldn't be approved. However, I don't think there is any doubt they will do a deal because they can't sell the drug themselves. So it is just the terms of the deal and who the deal is with, which is relevant. Therefore, for me as NYB is suggesting, the price is almost bound to rise ahead of the deal being announced.

[ny boy] 23/10/2019 08:58

Monty, which broker, can you paste the link, thanks

Should start to get perky soon, as we enter November, I am expecting a US deal to be announced next month.

[montyhedge] 22/10/2019 15:07

I see the broker has put a value price of 350p.

[luisfrg] 22/10/2019 14:47

gr8 potencial ....gla

[ny boy] 22/10/2019 14:27

All very encouraging going forward, I didn’t realise they have already applied for a licence in Australia & New Zealand!
we’re going global and I reckon the US partner will be a big global player too!

[best1467] 22/10/2019 13:57

CEO Promised is not exactly what was said I quote ( we are confident of getting a deal done by year end but it as to be the right deal )so if that means it takes a little longer then so be it or something to that effect.
But have to agree the news reference to 40% of I V patients needed further treatment is a major selling point and the current valuation is crazily low IMHO hard to find anything as safe a play with tremendous growth potential cash funded and virtually debt free.

[crankyman] 22/10/2019 11:43

Head to head was brave but it turned out very, very well. It will be very interesting to see the results in full. Sawtooth pattern for IV - smooth for Accrufer. QOL results good - if they have that. They need a megaphone to broadcast this now.

[crankyman] 22/10/2019 11:36

Actually great results there. 40% of IV patients needed another IV infusion! That's a brilliant result. Completely on message for the drug.

[ny boy] 22/10/2019 09:32

The news today is very helpful for STX’s negotiations with its soon to be announced US commercialization partner.

Mid-late November I expect a deal to come out

Solid play now, as shown during recent market weakness.

[montyhedge] 22/10/2019 09:02

Got to pick the right one, I think chance of being taken over before a deal signed.

[crankyman] 22/10/2019 09:00

CEO promised a deal by the end of the year. They’ve been at it for 3 months. I’m hoping it’s soon.

[luisfrg] 22/10/2019 08:51

Bought...not ahowing yet

...boom!


Cranky...what do u mean?

[crankyman] 22/10/2019 08:38

Coming up to 3 months since the US label. 2 to go until the end of the year.

[montyhedge] 22/10/2019 07:48

Looking good, blue touch should be lite for takeoff any week now.

[ny boy] 22/10/2019 07:42

Excellent news, will be a strong positive for STX during negotiations for the US commercialization partner deal, all set to go now for the move into the 200’s

Most investors have these tucked away for the future, no need to sell, just sit back patiently and add on any minor pull backs, stock is tightly held, so not easy to buy large quantities.

Onwards & upwards, it’s going to be a busy period ahead.

[nobbygnome] 22/10/2019 07:21

I used to go to the UEGW conference every year when I worked in Pharma. There are some horrific posters of horrendous gut conditions.

Very good that the data is being presented at such a prestigious meeting as along with DDW in the US, UEGW is the biggest such meeting in the world and is where physicians pick up on new treatments.

Onwards and upward.

[nobbygnome] 18/10/2019 16:02

My finger is hovering on the buy button to get a largish (for me) T+20. With the one permitted rollover that would take me through until mid December....Hmmm probably worth waiting a few more days; if only I wasn't so impatient!